Technology is not going away and will impact businesses whether it is through back office efficiency or client engagement.

Headline finding 2:

Each advisory business is at a different stage of evolution and for some it is really difficult to suddenly move from a more mature paper based approach to thinking about the costs and time that needs to be devoted to making it work.

Headline finding 3:

Technology is something where you have to really go for it or stay away from it. New businesses which have not had historic issues around legacy and paper are in a stronger position to leverage technology.

Headline finding 4:

Knowing where to spend on technology is difficult and it is not deciding whether to focus on front end investment or back end systems – it is deciding to invest in both.

Headline finding 5:

Different income groups and businesses have different needs and in some cases there have been experiences that technology is either adapted well or only around 5% of customers use the technology. There isn’t a clear guide; it simply depends on the customer and their level of desire to engage over technology. It is therefore important to maintain an understanding of what the clients wants.

Owen James Group

Owen James seeks to provide a platform for strategic engagement: an opportunity for key individuals to discuss and understand the business and investment issues which are affecting the whole of their industry. The end game being to enable firms to do better business - commercially, intelligently and ethically.